Checklist For Closing Files

CHECKLIST FOR CLOSING FILES. This is an internal law firm administrative form used to ensure that a client matter is properly reviewed, finalized, and archived at the conclusion of representation. The checklist assigns specific closing tasks to firm personnel—including attorneys, secretaries, accounting staff, receptionists, and file clerks—and provides space to document initials and completion dates. Tasks include verifying there is no unfinished business, resolving unpaid costs, preparing files for permanent storage, returning or preserving original documents, final billing and trust account reconciliation, setting destruction dates, and transferring the matter to closed-file storage. By standardizing the file-closing process, this checklist helps law firms maintain accurate records, comply with retention policies, and ensure a consistent and orderly transition from active to closed status. www.FormsWorkflow.com